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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $69,269 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $64,462 |
Filed as: EDWARD D. JONES & CO. Service code 16 · EIN 43-0345811 | Consulting | $43,500 |
LPL FINANCIAL2 years Service code 16 | Consulting | $13,540 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $120 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,658 | $44,989-58.5% | $170,442-89.1% | $77,958-76.1% |
| Participation rate | 65.7% | 64.6%+1.1pp | 83.6%-17.9pp | 71.6%-5.9pp |
| Annual return | 14.03% | 19.61%-5.6pp | 205.93%-191.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,038 | $1,466-29.2% | $5,433-80.9% | $2,310-55.1% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $69+9.5% | $13,880-99.5% | $97-22.5% |